Investment Executive
May 3, 2024.
Joseph Bakish, Portfolio Manager, Investment Advisor at Richardson Wealth, discusses his approach with incorporated clients following the federal government’s proposed changes to the capital gains inclusion rate.
“We’re doing an entire evaluation of all our clients to see if an asset can be crystallized, and on what date, and then ask what the implications are overall for them (prior to June 25).”
2024
Capital-gains tax hike will lead to ‘fairness for every generation’? Really?
The capital gains hike announced in Budget 2024 suggests that only a small minority of businesses will be affected by the change. Andrew Feindel, Portfolio…
Market Ethos
Market Q&A
April 27, 2026. Market Ethos. The relative pause in geopolitical changes is an opportunity to switch topics for this Ethos: what are the most recurring…
Market Ethos
Hiding in plain sight
20 April 2026. Market Ethos. Despite the recent roller coaster in equity markets, investors should be happy with returns so far this year.